MWM
MTC Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Sell |
47,048
-1,132
| -2% | -$206K | 4.11% | 9 |
|
|
2025
Q1 | $8.35M | Sell |
48,180
-5,745
| -11% | -$995K | 4.1% | 11 |
|
|
2024
Q4 | $9.45M | Sell |
53,925
-1,140
| -2% | -$200K | 4.55% | 9 |
|
|
2024
Q3 | $9.87M | Sell |
55,065
-888
| -2% | -$159K | 4.46% | 9 |
|
|
2024
Q2 | $9.19M | Buy |
+55,953
| New | +$9.19M | 4.38% | 10 |
|